An Insider's Guide: How to Choose a Wealth Manager (PDF book)

Industry research shows nearly three in four (73%) investors can’t account for what they’re actually paying in fees to their advisor. On a $1 million portfolio, the difference between a well-structured advisory relationship and a poorly-disclosed one can exceed $10,000 per year in fees - compounding silently for decades. This guide gives you thee framework to find out, and the questions to ask before you sign anything. During 2026, only $20.26.

What’s inside:

• How the private wealth management industry actually works — firm types, fee structures, and regulatory frameworks most investors never learn

• The complete fee stack: advisory fees, fund expense ratios, revenue sharing, and hidden compensation channels

• The 20 questions that separate well-served clients from poorly-served ones

• How advisors evaluate you — and how to position yourself to get senior attention

• A red flag/green flag scorecard, evaluation checklists, and full glossary.

Who this is for:

Investors with $500K - $5M in investable assets who want to explore, reassess, or simply better understand, a private wealth management relationship.